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How to Get Case Studies from Customers: A Guide for Solar Sales & Marketing

Learn how to collect compelling case studies that build trust and drive sales. Understand the difference between testimonials and case studies, when and how to ask for them, and how to turn customer success into a powerful marketing asset.

Why Case Studies Make the Difference in Solar Sales

In the solar industry, trust is everything. Homeowners making a major financial investment need proof they’re making the right decision. While sales pitches and technical specs help, nothing is more persuasive than hearing from real customers who have already made the switch. 

This is where case studies come in. 

A well-crafted case study goes beyond a simple review– it tells a compelling, relatable story about a homeowner who faced similar concerns, made the leap, and is now benefiting from their solar system. 

Testimonials vs. Case Studies: What’s the Difference?

Both testimonials and case studies help build credibility, but they serve different purposes. Testimonials provide quick, high-level validation, while case studies tell a fuller story that demonstrates real results and shows how your product addressed specific challenges.

If testimonials validate your offering, case studies demonstrate tangible success.

When and How to Ask for Case Studies

Timing is everything. The best time to ask for a case study is when a customer is feeling good about their results– right after installation, after they receive their first reduced bill, or when they refer a friend. These moments are when excitement is highest, and they’re most likely to share their story.

To make participation easy, reduce the effort required. Offer an email template they can quickly respond to, a phone call where you gather their responses, or a short handout they can complete at their own pace. You can also encourage participation with light incentives like a gift card, a social media shoutout, or a donation to a sustainability cause on their behalf. 

Using the Right Approach: Sample Outreach Templates

Email Request Template:

Call Script Template:

“Hey [Customer’s Name], I wanted to check in and see how everything’s going with your solar system! Would you be open to sharing your experience in a short case study? It’s a great way to help others who are on the fence about making the switch. We’ll make it super easy for you!”

Reminder: If you’re requesting a video testimonial, don’t forget to get a signed media release form. Having permission to use their story ensures you can confidently share it across platforms. 

How to Build a Strong Case Study

Every strong case study tells a story in three parts: the challenge, the solution, and the results. 

For example, Luke and Frida were frustrated with rising energy costs and unsure whether solar energy was worth the investment. After reviewing a customized proposal, they saw how the system would pay for itself within seven years and could be financed with no upfront cost. Six months later, their energy bill had dropped by 60%, and they love knowing their home runs on clean, reliable energy

Simple, specific, and relatable– this kind of story resonates with future customers and shows them how homeowners just like them are enjoying the benefits of solar. 

Maximizing Case Study Impact

Once you’ve collected a great case study, it’s time to put it to work. Share it where it matters most: on your website’s “Success Stories” page, in sales meetings with hesitant customers, in follow-up emails, on social media, or even as a short video testimonial. Visuals like before-and-after photos, energy savings graphs, or recorded interviews help bring the story to life and build even more credibility. Seeing is believing. 

Most importantly, let customers speak for themselves. Use their exact words when possible and avoid over-polishing the story. Real stories, told honestly, are the most persuasive. 

Final Thoughts: Let Your Customers Sell for You

Case studies aren’t just content—they’re one of the most powerful trust-builders in your sales toolkit. When a potential customer sees someone just like them succeeding with solar energy, hesitation fades, and action follows. 

By collecting and sharing real stories, you:

  • Speak directly to the homeowner’s concerns
  • Build long-term trust that leads to more referrals and future sales
  • Reduce hesitation with relatable proof. 

Now’s the time to start gathering case studies and putting them to work in your strategy. Your next customer is waiting to hear from someone just like them. 

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